PHILLIPS AND COMPANY ADVISORS LLC

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served8-2 YoYRank #1425 of mapped providers

Assets under administration$162M0.0%Market share · rank #6580

Fees received$296,037Median $30,790/planSum across Schedule C direct + indirect

Net wins YoY-10 won · 1 lostPlan-level switch detection

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